Experience

Patriot Bank, N.A.
• United States
• Banking
• 100 - 200 Employee
• AVP Commercial Loan Portfolio Manager

  • Apr 2021 - Present


Northeast Community Bank

• 1 - 100 Employee

• Commercial Loan Processor

  • Sep 2020 - Mar 2021

  • Extensive experience across numerous credit vehicles and programs specializing in commercial loans • Commitment to a high level of acumen in the field and remains in-the-know of relevant changes in policies, procedures, standards, and regulations • Demonstrated exceptional relationship management skills by consistently providing updates and keeping lines of communication open while providing necessary documentation in a timely fashion • Review credit approvals for accuracy and is consistent with the loan boarding sheet and that policies, guidelines and procedures are followed • Communicate with Attorneys/Paralegal and Account Officers as needed for documentation on clearing conditions • Conduct all OFAC checks, Credit Reports, Discharge of Mortgage Letters, Loan Payoff Letters, Request for Verification of Mortgage Letters, Processing Line of Credit Advances, Wire Transfers, and Balancing of GL accounts daily. • Prepare closing checklist and settlement statements. • Provides excellent customer service by effectively communicating and cooperating with all internal partners and external customers • Analyze all loan contracts, agreements, title reports, surveys, zoning certificates and all other due diligence documents including Property and Liability Insurance. Show less



Bankwell

• United States
• Banking

• AVP, Branch Manager

  • 2019 - 2020

  • Experience with Know Your Client (KYC) functions including Customer Due Diligence (CDD), Enhanced Customer Due Diligence (EDD), Suspicious Activity Reports (SARs), Currency Transaction Reports (CTRs), Monetary Instrument Logs (MILs), and Customer Identification Programs (CIPs) • Complied with Bank Secrecy Act (BSA)/ Anti-Money laundering Risk Assessment (AML) and Office of Foreign Asset Control (OFAC) Risk Assessment are performed on a daily basis Managed a team of 5 and coached them to meet and exceed customer service metric on an ongoing basis • Provided risk management leadership by overseeing branch controls in accordance with compliance outlays -creating positive internal audit • Grew the business through tactic- Retention, Expansion, and Acquisition • Effectively managed a team of 5 to meet and exceed customer service and sales metrics, increased business loans by 15% and branch deposits by 7% through proactive outreach, regular progress updates, and knowledge checks with employees • Developed centers of influence and networks in the community to identify prospective client referrals • Responsible for successful onboarding and training of new employees • Conducted employee performance reviews including time and attendance policy, projection goals, monthly staffing meetings, and monthly one-on-one coaching sessions • Developed strong partnerships with Operational Leaders, Financial Advisors, Mortgage Advisors, Business Banking colleagues, and other lines of business focusing on acquisition and deepening relationships of current clients; effectively managing internal and external COIs Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Business Specialist

  • 2012 - 2019

  • Proactively identified, acquired, and grew new opportunities with business customers who have annual gross revenue of up to $20MM • Maintained a presence in the community by actively engaging by local events, community outreach, visiting local businesses, making outbound calls, and conducting educational seminars • Outstanding written and oral communication skills • Worked closely with center of influences to retain high referral credit • Relationship Manager by serving as the Business subject matter expert in bank products and services • Coached a team of 5 tellers and 3 bankers, in developing sales and service strategies around business referral opportunities. • Consulted, processed, and closed various commercial lending products including business loans/lines/credit cards/BREF. Assisted customers with personal lines/loans, credit cards and Home Equity Products. • Worked with internal and external auditors and corporate compliance to ensure local and federal regulatory compliance with bank policies and procedures Show less